Financial Adviser: ZEN MOB: Somerset West, Strand, Gordonsbay, Stellenbosch, Helderberg - Cape Town - Sanlam

    Sanlam
    Sanlam Cape Town

    19 hours ago

    Sanlam background
    Description
    Job Title: Financial Advisor

    This role offers the opportunity to build strong, lasting relationships with clients and help them achieve their financial goals. As a Financial Advisor at Sanlam Life Ltd, you will provide professional and relevant financial advice, planning, and products that meet the needs of your clients.

    Main Responsibilities:


    • Provide new and existing clients with financial advice, planning, and products suited to their needs.
    • Maintain and service clients in a long-term relationship that builds loyalty to the brand.
    • Undertake activities within a compliant and ethical manner to sustain the Sanlam Group business and brand.

    Key Performance Indicators:


    1. Growing the Sanlam Adviser Business
      • Apply knowledge of market segmentation and customer profiles to support sales and growth.
    2. Networking, Prospecting, and Leads Generation
      • Create business opportunities through face-to-face interactions and social networks.
      • Identify marketing gaps and sales opportunities within the middle-high and affluent market.
      • Implement focused campaigns with new or existing clients.
    3. Client Consultations and Sales
      • Ensure client interactions are compliant and provide sound personal financial planning advice.
      • Present financial solutions to clients in a professional manner aligned to Treating Customers Fairly.
    4. Client Service
      • Strive for excellent value-added service to clients.
      • Initiate long-term client relationships and maintain a relational focus.
    5. Monitoring, Updating, and Reporting
      • Document and present contacts, appointments, consultations, and issued business and revenue against targets.

    Qualifications and Experience:


    A Grade 12 qualification and successful completion of the Financial Advisory and Intermediary Services Act (FAIS)



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